TITLE

What Is Financial Planning, Anyway?

AUTHOR(S)
Lee, Shelley A.
PUB. DATE
December 2001
SOURCE
Journal of Financial Planning;Dec2001, Vol. 14 Issue 12, p36
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Provides information on financial planning. Description of Snellville, Georgia as a financial planning marketplace; Selection of financial planners for wealthy residents of Gwinnett County, Georgia; Common denominator of financial planning for consumers; View of financial service regulators on financial planning.
ACCESSION #
5722595

 

Related Articles

  • Five more practices for Magnitude. Tyson-Chan, Darin // Money Management;4/5/2007, Vol. 21 Issue 12, p3 

    The article reports that there will be an additional five financial planning practices set to enter Magnitude Financial Planning, in a move to advance its level of funds under administration (FUA) by $500 million in New South Wales. According to the author, these new practices will be...

  • £80m to improve financial capability. Salmon, James // Money Marketing;3/30/2006, p8 

    The article reports that the Great Britain Financial Services Authority has unveiled a project to improve financial capability, which includes training teachers to teach personal finance to secondary school students in England. It also include changes in its web site and publications for...

  • Use Estate Planning and Improve Your Bottom Line. Phillips, John // Advisor Today;Feb2004, Vol. 99 Issue 2, p56 

    Features Achieving Success, a new Programs in a Box which offers outstanding sales ideas for insurance and financial professionals pertaining to the use of estate planning. Selection of topics included in the program; Relevant features of the program; Significance of estate planning.

  • What Estate Planners Will Be Doing in 10 Years (or Not). Kurlowicz, Ted T. // Journal of Financial Service Professionals;Jan2005, Vol. 59 Issue 1, p66 

    Estate planners have a timeless role of preserving their clients' estates. The services and techniques employed have adapted to changing conditions and will continue to do so. Forecasts of future services and techniques are most reliable if demographic, social, economic, and governmental trends...

  • ATO to get heavy on aggressive tax planning. Spits, Jason // Money Management;5/13/2004, Vol. 18 Issue 16, p8 

    Reports on the move of the Australian Taxation Office to begin an examination of how financial products and services are used in the area of tax planning in Australia. Efforts of companies and individuals to reduce their tax position; Implications of the move for the wider taskforce looking into...

  • Planning is dead, long live planning.  // Money Management;5/13/2004, Vol. 18 Issue 16, p16 

    Reports on the extinction of the traditional financial planning model in the Financial Planning Association's Certified Financial Planner and Principals' Conference in Australia. Exclusive deal of advisers with clients; Presence of a relationship manager who deals with the client; Benefit of the...

  • The bond plays on. Newman, Amanda // Money Marketing;12/2/2004, p52 

    Reports on the possible changes in retirement planning in Great Britain in 2005. Pension simplification; Potential transformation of offshore bonds from a hidden gem to a mainstream product for retirement planning.

  • Here's hoping we will learn financial lessons. Kirwan, Nick // Mortgage Strategy;1/23/2006, p31 

    The article reports that Great Britain has slipped to the fifth position in terms of credit card users. There has been a considerable decline in consumer debt and mortgage is the only debt for a lot of people. Almost 75 percent of the population have financial protection against death,...

  • Financial Planning: Why You Should Know More. Chan, Merv // Chartered Accountants Journal;Feb2002, Vol. 81 Issue 1, p61 

    Considers ways for accountants to broaden their skills and services in the wake of changes in the New Zealand financial services industry. Shifts in the delivery of financial advice and services; Consumer-related legislation affecting the accounting practice; Addition of financial planning...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics